Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Melfa Wealth Management, LLC
- $171 Billion
- Q3 2025
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 5,700 shares of DUHP stock, worth $214,661. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,700
Previous 5,700
-0.0%
Holding current value
$214,661
Previous $203 Million
6.21%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio